HELO vs PSTR
JPMorgan Hedged Equity Laddered Overlay ETF vs PeakShares Sector Rotation ETF
Which is better, HELO or PSTR?
PSTR has been ahead.
HELO has a lower expense ratio. PSTR led over 1Y and the full window. HELO is less concentrated, with 40.1% of the fund in its ten largest positions against 56.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HELO | PSTR |
|---|---|---|
| Expense Ratio | 0.50%Best | 1.06% |
| AUM | $4.9B | $67M |
| Dividend Yield | 0.57% | 4.95% |
| Holdings | 156 | 340 |
| YTD Return | +4.91% | +12.31%Best |
| 1Y Return | +7.68% | +15.84%Best |
| 3Y Return (annualized) | +11.88% | - |
| Volatility (annualized) | 7.0%Best | 7.8% |
| Max Drawdown | -10.9%Best | -13.7% |
| $10,000 over 2.5 years | $12,885 | $14,552Best |
| Top 10 Weight | 40.1%Best | 56.4% |
| Fund Family | J.P. Morgan Asset Management | PeakShares LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | Apr 30, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 30, 2024 to Oct 14, 2026 (2.5 years).
HELO vs PSTR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
HELO vs PSTR Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC. Over the past year HELO returned +7.68% while PSTR returned +15.84%. Year to date, HELO is up 4.91% versus a gain of 12.31% for PSTR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSTR has been the more volatile fund, with annualized monthly volatility of 7.8% compared with 7.0% for HELO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -10.9% for HELO and -13.7% for PSTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HELO charges 0.50% per year while PSTR charges 1.06%. On a $10,000 position that is $50 vs $106 annually, a gap of $56 per year that compounds over a long holding period. On income, HELO currently yields 0.57% against 4.95% for PSTR.
Holdings Overlap
43.5% of HELO's money is in holdings PSTR also owns. 17.3% of PSTR's money is in holdings HELO also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 146 positions we hold weights for in HELO and 101 in PSTR, against full books of 156 and 340.
What only one of them owns
Our book lists 72 positions for PSTR that do not appear in our book for HELO (79.5% of the fund), and 123 for HELO that do not appear in PSTR (54.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in HELO | Weight in PSTR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.17% | 1.97% | 6.20% |
| MSFTMicrosoft Corp | 6.29% | 2.79% | 3.50% |
| AAPLApple, Inc | 7.01% | 0.74% | 6.27% |
| AMZNAmazon.Com Inc | 4.26% | 1.46% | 2.80% |
| METAMeta Platforms Inc | 2.31% | 2.47% | 0.16% |
| GOOGAlphabet Inc. C | 2.26% | 1.44% | 0.82% |
| MUMicron Technology, Inc. | 1.70% | 1.24% | 0.46% |
| AVGOBroadcom Inc | 2.64% | 0.26% | 2.38% |
| XOMExxonmobil Corp. | 1.38% | 0.28% | 1.10% |
| AMDAdvanced Micro Devices Inc | 1.28% | 0.37% | 0.91% |
43.5% of HELO is already inside PSTR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HELO or PSTR?
HELO has an expense ratio of 0.50% while PSTR charges 1.06%. HELO is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, HELO or PSTR?
Over the past year HELO returned +7.68% vs +15.84% for PSTR, so PSTR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HELO or PSTR?
PSTR has been the more volatile fund at 7.8% annualized versus 7.0% for HELO. Worst drawdown: HELO -10.9% vs PSTR -13.7%.
Should I hold both HELO and PSTR?
HELO and PSTR have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HELO and PSTR?
43.5% of HELO's money is in holdings PSTR also owns. 17.3% of PSTR's is in holdings HELO also owns. They hold 20 positions in common, counted across the 146 positions we hold weights for in HELO and 101 in PSTR.
Which pays a higher dividend, HELO or PSTR?
HELO yields 0.57% while PSTR yields 4.95%, so PSTR currently pays the higher dividend yield.
Is PSTR better than HELO?
HELO has a lower expense ratio. PSTR led over 1Y and the full window. HELO is less concentrated, with 40.1% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.